+445.6%
AG vs BLDR
+368.1%
+77.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.3% |
| 7D | +1.0% | -2.8% | +3.9% | +1.4% |
| 30D | +19.2% | -13.3% | +32.4% | +21.4% |
| 3M | +6.2% | -12.3% | +18.4% | +7.7% |
| 6M | -26.7% | -31.5% | +4.8% | -23.2% |
| YTD | +26.1% | -36.1% | +62.2% | +33.3% |
| 1Y | +131.7% | -54.1% | +185.7% | +154.6% |
| 3Y | +255.3% | -55.8% | +311.1% | +285.1% |
| 5Y | +61.9% | +20.7% | +41.2% | +52.6% |
| 10Y | +72.0% | +390.2% | -318.2% | +32.2% |
| All | +445.6% | +368.1% | +77.5% | +235.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling